FAQ - GTR App & Dashboard Features

These are Frequently Asked Questions regarding GTR App & Dashboard Features

GTR App & Dashboard Features

• Can I message Advocates in the Dashboard?
• Can I message Advocates in the App?
• How do I Share Documents with Advocates?
• How do I pay an Advocate Manually?
• How do I sent Push Notifications to Advocates>
• How do I edit Email or SMS Templates
• How do I Manage Email Notification Settings?
• How do I Change Automated System Email Name?
• How do I generate a QR Code?
• How do I Edit my App?
• What is the Referral WebPage?
• How do I Manage the Referral WebPage?
  

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  GTR App & Dashboard Features

  Can I message Advocates in the Dashboard?

  The messaging feature is a useful tool for in office administration; in which Company Admins can message Advocates to their application

  Location: GTR Dashboard > Messaging

  To view the full article on Messaging, Click Here

  Can I message Advocates in the App?

  There is no messaging feature in the App for anyone in your company. The only messaging available in the application is for Advocates.

  The Messaging feature is not app to app communication.

  Company Admins can message Advocates through the Dashboard, but if an advocate responds to the message, the Company Admin cannot return the message using the application, they will respond to the message using the Dashboard.

  To view the full article on Messaging, Click Here

  How do I Share Documents with Advocates?

  Location: Advocates > All - Upload Document (Green Button)

  *Make sure to click the checkbox for selecting the Advocate(s) desired

  To view the Article on Sharing Documents with Advocates, Click Here

  How do I pay an Advocate Manually?

  In order to payout an Advocate Manually in the GTR Dashboard, go to

  Location: Advocates > All (Or Active) - Click on Advocate Desired > Click on Payment Details Tab - Click Here for Manual Bonus Pay (Red Button)

  To view more information on Advocator Payouts, Click Here

  How do I send push notifications to Advocates?

  In the Dashboard, if you head to

  Location: Advocates > All (or Active) - Click Green Icon Bell - Click “Ok” at the top pop up

  *Make sure to click the checkbox for selecting the Advocate(s) desired

  How do I Edit Email or SMS Templates?

  In order to access both template sections, in the Dashboard go to

  Location: Email Marketing > Email Template - (Tabs for both Email & SMS Template)

  From here, you can customize, Preview Templates, or Make a copy of an email template to modify.

  For more information on Email & Messaging Management, Click Here

  How Do I Manage Email Notification Settings?

  In order to access Email Notification Settings, go to 

  Location: Email Marketing > Email Template - Click on "Click here to manage email notification settings"

  From here, you can deactivate Email Notifications, change the template trigger, etc.

  For more information on Managing Email Notification Settings, Click Here

  How do I Change Automated System Email Name?

  • Automated system emails come from donotreply@getthereferral.com and can be changed to an email of choice if the partner company is using Gmail or Outlook
  • Changing the system email helps with email recognition and preventing our emails from being filtered by spam

  An email can be changed by getting in touch with your CSM

  • Your CSM will need
    • Email
    • Sender Name (your choice),
    • Credentials

  For more information regarding Automated System Email name, Click Here

  How do I Generate a QR Code?

  On the Dashboard, go to

  Location: Generate QR Code

  Once in, if you do not yet have a "Business Page" setup, create one by clicking "Business Page" Green lettering

  1. Fill out all details that you would like to show
  2. Click on “Save Details” to save the Business Page and generate the QR code

  If you already have a business page:
  Choose the business page you would like to retrieve a QR code 

  
  

  For more information on generating a QR code, Click Here

  How do I Edit my App?

  Since the application is geared towards optimizing the best way for your business, there is a new UI settings option in the Dashboard that will let you control the main dashboard tiles and sidebar menus of your application.

  Location: Settings > Sidebar Setting > App Menus

  For more information on customizing the Application Page, Click Here

  What is the Referral WebPage?

  Managing the Referral webpage is a templated webpage that can be embedded or linked to by a partner company. The purpose of a referral webpage is to 

  • Promote having a referral program
  • Show what the rewards are
  • Provide opportunity for sign up - in our case that’s app links and link to web version of the app

  For a preview of Get The Referrals WebPage as an example, Click Here

  How do I Manage the Referral WebPage?

  In the dashboard, go to

  Location: Settings > Manage Referral WebPage

  For more information on configuring your Referral WebPage, Click Here

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